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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-07 |
Branch Locations
225 Central Avenue Suite 6, Christiansburg, VA 24073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Roanoke | VA | 07/2022 | Present |
| Blue Mountain Organics Distribution, Llc | Floyd | VA | 08/2021 | 07/2022 |
| Anytime Fitness | Blacksburg | VA | 09/2018 | 08/2021 |
| Anytime Fitness | Charleston | WV | 05/2017 | 09/2018 |
| Marshall University | Huntington | WV | 08/2015 | 05/2017 |
| Nylife Securities Llc | Roanoke | VA | 11/2022 | Present |
| Ascend Financial Strategies, Llc | Christiansburg | VA | 01/2025 | Present |
| Eagle Strategies Llc | Christiansburg | VA | 04/2025 | Present |
[New River Valley Business Exchange; Business referral group where all membership dues go to charity; 225 Central Avenue, Christiansburg, VA 24073; Start Date 12/2023; Role/Title: Board Member; Not Investment Related; 6 hours per month; 4 hours per month during securities trading hours][APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 225 Central Avenue Office #2, Christiansburg, VA 24073; Start Date 11/2024; Role/Title: Independent Contractor; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Ascend Financial Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CHRISTIANSBURG VA; START DATE: 01/2025][Ascend Health and Performance; Health Consulting and Personal Training both In-Person and Online; 2110 Gate Road, Christiansburg, VA 24073; Start Date 09/2025; Role/Title: Owner; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-22 |
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